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Role Management of User Accounts

Description of user account access limitations

Christian Sokolowski avatar
Written by Christian Sokolowski
Updated over a month ago

Available Roles

  1. Admin

    • Full Access: Admins have unrestricted access to all areas of Rebuy, including the ability to view, edit, and manage all users. As well as view the customer page.

    • Role Assignment: Admins are responsible for setting the roles of users they invite to the team. This includes assigning the new Staff + PII role.

    • Change Roles: Admins can change the role of other users on the Manage Team page but cannot change their own role.

  2. Staff

    • Limited Access: Staff members cannot view the Customer Page or the Manage Team page. They are limited to operational tasks within Rebuy that do not involve customer-specific data.

  3. Staff + PII

    • Access to Customer Data: This role is specifically designed for users who need access to the Customer Page but should not manage other team members.

    • No Team Management: Users with this role can view and interact with customer data but are restricted from accessing or managing team-related functions.

Role Summary Table

Role

Customer Page

Manage Team

Can Change Roles

Admin

Full

Full

Yes (Excluding themselves)

Staff

No

No

No

Staff + PII

Yes

No

No


How to Assign or Change Roles

Admins have the responsibility to manage team roles through the Manage Team page. Here are the steps to assign or change a role for a user:

  1. Access the Manage Team Page:

    • Navigate to the Manage Team page from your Admin dashboard.

  2. Assign Role on Invitation:

    • When inviting a new team member, select the appropriate role from the dropdown (Admin, Staff, Staff + PII).

  3. Change User Role:

    • To modify an existing user’s role, click on the user’s profile, and choose the new role from the available options.

    • Note: Admins cannot change their own role.


Frequently Asked Questions (FAQ)

Can a Staff member view customer details?

  • No, users with the Staff role do not have access to view or interact with the Customer Page.

Can an Admin change their own role?

  • No, Admins cannot change their own role. Only another Admin can modify a user's role, but they must ensure the correct permissions are granted.

What happens if a user needs access to customer data but shouldn’t manage the team?

  • The Staff + PII role is designed for this scenario. It allows access to customer data on the Customer Page without giving access to the Manage Team page.

How secure is the Customer Page?

  • The Customer Page is secured using role-based access control. Only Admins and users with the Staff + PII role can view customer data, ensuring sensitive information is protected.


Rebuy Privacy Notice

To learn more information about the types of customer data processed by Rebuy, please refer to our legal Privacy Notice. For any additional questions or concerns regarding customer data, please reach out to [email protected].

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